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Add Immunization Doses Based on Age

BAM: 17418497 is trying to set up the DTaPs vaccine, which recommends getting a doses of the initial vaccine at 2 months, 4 months and 6 months, then booster shots at 15-18 months, and 4-6 years. The center has mentioned that configuring this is q...
Guest over 1 year ago in Online Ideas Workspace / OL - My School 1 Future consideration

Add child name to adv reg email notification

Customer relied on the notification email in legacy registration to contain the child's name. With the change to Advanced Registration and the sunsetting of legacy reg, the customer's processes no longer work, and threatens to dramatically increas...
Jesse Hartman about 2 months ago in Online Ideas Workspace / OL - Enrollment / OL - Leads / OL - Notifications 0 Future consideration

Visualizing school revenue based on enrollment

Customer wants to have financial projection tools within OL so that they can optimize their revenue stream based on enrollment numbers
Jesse Hartman about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment.

Customer would like to know what staff members have made changes on a child's ledger. For example, who added a credit or canceled an invoice or payment. - BAM 31384535
Pam Littleton about 2 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Registration form copy automatically sent to parent

Have the parents automatically receive a copy of the registration form that they submit.
Rob Relf about 2 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Registration Automation

The center does not want to have to approve each registrant and wants families to receive an automatic email when they register. BAM 68095523 requested this.
Kelly Kohlhagen 4 months ago in Online Ideas Workspace / OL - Enrollment 1 Future consideration

Batch Late Payment Fee

It's super important for center's to easily assess a late payment fee to all parents who still owe a balance as of a certain date or day. Desktop has this, BrightWheel has it, and center's are asking for it on every call.
Guest over 3 years ago in Online Ideas Workspace / OL - Billing & Accounting 6 Future consideration

Link Siblings on Registration Forms

When a parent selects the 'Add a Child' option on a registration form, they are given the ability to submit information for all their children at once. The registrations then appear separate within the Leads section (one registration per child). H...
Meagan Haas 2 months ago in Online Ideas Workspace / OL - Enrollment / OL - Leads 1 Future consideration

Attach Files to Email Templates in Leads Automation

It would be a great enhancement to allow files to be attached to email templates for lead automation. This would streamline the process of automatically sending handbooks when a specific status is selected, making it an incredibly useful feature f...
Colin Von Seggern 7 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Profile Field Mapping

The new mapping of Lead Profile Fields to Active Student Profile Fields does not create the profile as a Student Profile Field, which has some downstream issues. Lead profile fields that are mapped to student profiles are not reportable with the C...
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Student Data 0 Future consideration